25 LLC’s iShares Core S&P 500 ETF IVV Stock Holding History

25 LLC’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$503K	Buy	672 +3	+0.4%	+$2.19K	0.14%	43
2026 Q1	$437K	Hold	669	–	–	0.13%	44
2025 Q4	$458K	Buy	669 +193	+41%	+$131K	0.15%	44
2025 Q3	$318K	Buy	476 +89	+23%	+$57.3K	0.11%	49
2025 Q2	$240K	Hold	387	–	–	0.09%	58
2025 Q1	$217K	Buy	+387	New	+$229K	0.09%	55
2023 Q3	–	Sell	-338	Closed	-$153K	–	272
2023 Q2	$153K	Sell	338 -6	-2%	-$2.53K	0.08%	43
2023 Q1	$143K	Buy	+344	New	+$138K	0.09%	45

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

25 LLC's IVV Position: Q2 2026 in Review

25 LLC increased its iShares Core S&P 500 ETF (IVV) stake by 0.45% in Q2 2026, buying an estimated $2.19K and bringing the position to 672 shares worth $503K. The position accounts for 0.14% of the portfolio, ranked #43.

25 LLC first reported a position in IVV in Q1 2023 and has held it in 8 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

25 LLC held 672 shares of iShares Core S&P 500 ETF worth $503K as of Q2 2026.
25 LLC bought 3 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.19K.
iShares Core S&P 500 ETF made up 0.14% of 25 LLC's portfolio in Q2 2026, its #43 holding.
25 LLC first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 8 quarters since.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on 25 LLC's 13F filing for Q2 2026, filed 28 Jul 2026.